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📈 Nebius Strikes $17.4B AI Infrastructure Gold

📈 Nebius Strikes $17.4B AI Infrastructure Gold

This isn't just another tech stock moonshot; it's a masterclass in why owning the infrastructure that powers the AI revolution often beats chasing the algorithms themselves.

Evelio Silvera
Evelio Silvera
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📈 Robinhood Crashes Wall Street's Party

📈 Robinhood Crashes Wall Street's Party

Robinhood's evolution from pandemic curiosity to institutional necessity offers contrarian investors a compelling lesson in market maturation.

Evelio Silvera
Evelio Silvera
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📈 Broadcom's AI Goldmine

📈 Broadcom's AI Goldmine

Broadcom's under-the-radar strategy of crafting bespoke silicon for Google and Meta has positioned it to potentially capture $40 billion in annual revenue by 2027

Evelio Silvera
Evelio Silvera
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📈 Salesforce's Pain, Investors' Gain

📈 Salesforce's Pain, Investors' Gain

The cloud giant's 23% tumble may have served up precisely the contrarian feast that patient capital craves

Evelio Silvera
Evelio Silvera
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📈 Google Dodges the Breakup Bullet

📈 Google Dodges the Breakup Bullet

Judge Mehta's ruling preserved Google's Chrome browser and data empire while only restricting exclusive search deals, handing investors a rare regulatory victory.

Evelio Silvera
Evelio Silvera
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📈 HealthEquity's Earnings Test

📈 HealthEquity's Earnings Test

With $0.85 per share expected and 33% analyst upside targets, this report tests whether execution beats competition in America's hottest benefits niche.

Evelio Silvera
Evelio Silvera
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📈 Affirm's Profit Party

📈 Affirm's Profit Party

This isn't just another earnings beat; it's a masterclass in corporate execution that suggests the fintech winter may finally be thawing for companies that actually know how to count their pennies.

Evelio Silvera
Evelio Silvera
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📈 Nvidia Beats Again, Stock Yawns

📈 Nvidia Beats Again, Stock Yawns

Nvidia's latest quarterly beat-and-raise performance offers a masterclass in how markets punish companies for merely being great instead of miraculous

Evelio Silvera
Evelio Silvera
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📈 Okta's Identity Play Beats Street

📈 Okta's Identity Play Beats Street

Smart investors who understand that every robot worker will require authentication should pay close attention to Okta

Evelio Silvera
Evelio Silvera
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📈 NVIDIA's $4 Trillion Test

📈 NVIDIA's $4 Trillion Test

NVIDIA's Wednesday earnings will reveal if the $320 billion AI spending bonanza represents genuine economic transformation or not

Evelio Silvera
Evelio Silvera
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📈 Apple Bets Big on American Chips

📈 Apple Bets Big on American Chips

While Wall Street obsesses over AI chip darlings, Texas Instruments is quietly positioning itself as the pick-and-shovel play of America's manufacturing renaissance

Evelio Silvera
Evelio Silvera
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📈 Workday's AI Bet

📈 Workday's AI Bet

Sometimes the market's myopia creates the very opportunities that separate patient investors from the perpetually panicked crowd.

Evelio Silvera
Evelio Silvera